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Kevin Paul Mcdonald

NEW PATH CAPITAL ADVISORS·SILVERTHORNE, Colorado
Series 65Clean record18 years registeredNEW PATH CAPITAL ADVISORS
561 BLUE RIVER PARKWAY, SILVERTHORNE, CO 80498CRD# 5410208Firm CRD# 145041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Paul Mcdonald · SILVERTHORNE, CO
Registration
CRD #5410208 · NEW PATH CAPITAL ADVISORS · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: NEW PATH CAPITAL ADVISORS
NEW PATH CAPITAL ADVISORS
Oct 2007 – Oct 2017
DILLON, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 26, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW PATH CAPITAL ADVISORS
CRD 145041 · SEC 801-70861
AUM
$31M
Regulatory assets under management
Employees
2
191 client accounts
Services offered by NEW PATH CAPITAL ADVISORS
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEW PATH CAPITAL ADVISORS →
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05

Frequently Asked Questions

What services does Kevin Paul Mcdonald offer?
Kevin Paul Mcdonald specializes in Financial Planning, Investment Management, Wealth Management.
What are Kevin Paul Mcdonald's credentials?
Kevin Paul Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Paul Mcdonald located?
Kevin Paul Mcdonald is based in SILVERTHORNE, Colorado, last registered with NEW PATH CAPITAL ADVISORS.
How does Kevin Paul Mcdonald charge for services?
Kevin Paul Mcdonald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW PATH CAPITAL ADVISORS?
NEW PATH CAPITAL ADVISORS has approximately 2 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEW PATH CAPITAL ADVISORS

Ronald George Bristol
SILVERTHORNE, CO

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